Last updated 1 August 2026
Nature of our services
CrestPoint Capital provides execution, custody-adjacent account administration and portfolio reporting services subject to the laws and regulations applicable in the jurisdictions where we operate. Availability of individual products, instruments and account types varies by jurisdiction, and some services described on this website may not be offered to residents of every country.
No personalised advice
Market commentary, research summaries, plan descriptions, education material, tools and calculators published on this website are provided for general information only. They do not take account of your objectives, financial situation, tax position or needs, and nothing published here is a personal recommendation to buy, sell or hold any instrument or to adopt any strategy.
You should consider obtaining independent financial, legal or tax advice from a suitably qualified professional before making an investment decision. Where you choose to act without advice, you do so on your own assessment and at your own risk.
No offer or solicitation
Nothing on this website is an offer or solicitation to any person in any jurisdiction where such an offer would be unlawful, or to any person to whom it would be unlawful to make such an offer. It is your responsibility to satisfy yourself that you may lawfully open and operate an account with us.
Accuracy of information
- Prices, rates, charts, indicative valuations and market data are supplied by third parties and may be delayed, incomplete or subject to correction.
- Illustrative figures, projections and example portfolios are hypothetical and do not represent an actual account or an achievable outcome.
- We review published material regularly but do not warrant that it is accurate, complete or current at the moment you read it.
Third-party content and links
Where we link to a third-party site or embed third-party content, we do not endorse and are not responsible for that content, its accuracy or its privacy practices. Your use of a third-party service is governed by that provider's own terms.
Limitation
To the fullest extent permitted by law we exclude liability for loss arising from reliance on information published on this website. Questions about anything published here can be sent to support@crestpointcapital.net.
Questions about this document? Email support@crestpointcapital.net or call +1 801-415-5166.
